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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (55547)	8/12/1999 12:01:00 AM
From: Teri Garner	Read Replies (1) \| Respond to of 120523

Jenna, BRCD commands 75% of the fiber channel switch market. This market is expected to grow to about $2 bil in 2002. QLGC & EMLX's recent earnings (both blew estimates) plainly show how fast the FC market is growing and how analysts are still underestimating it's explosive growth. The need for storage is growing exponentially and BRCD is a certainly a great way to play the hot SAN (Storage Area Network) backbone market.

To: Jenna who wrote (55547)	8/13/1999 10:15:00 AM
From: John Miz	Read Replies (1) \| Respond to of 120523

Jenna...LTXX earnings and other news... Earnings September 9th. iionline.com. LTX continues to trade at a discount to its peer universe despite its improved outlook. Other testing companies are trading at market cap-to-sales ratios of between 4.3 to 6.1, versus 3.3 for LTX. In addition, even at a new 52-week high, shares of LTX are trading at a discount to the 21% long term earnings growth rate. LTX will release financial results for its fourth quarter on September 9th. We are forecasting a profit of $0.10 a share for the quarter. In the third quarter, LTX showed incredible growth in bookings with a book-to-bill of 1.80. We expect another strong quarter of bookings and earnings visibility. While LTX shares have appreciated several hundred percent since our initial recommendation, further upside remains as the company's momentum continues to accelerate. Plus Lehman's Upgrade...Good reading... Message 10882388